Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,498 | $58,600+226.8% | $83,327+129.8% | $64,173+198.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.27% | 9.66%-13.9pp | 10.64%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $6,814 | $2,098+224.7% | $3,379+101.7% | $2,381+186.2% |
| Participant deferral / active EE | $7,476 | $4,656+60.6% | $5,565+34.3% | $3,470+115.5% |
| Admin fee / account holder | $18,525 | $9,282+99.6% | $7,540+145.7% | $4,887+279.0% |